ANCIENT AND ACCEPTED SCOTTISH RITE (EIN 620115078) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1911

Legal Domicile

Principal Officer

JIM HELLUMS

Phone

9015267679

Tax Period

2024-01-01 to 2024-12-31

ANCIENT AND ACCEPTED SCOTTISH RITE, founded in 1911, is a small nonprofit that reported $179K in total revenue in fiscal year 2024. Expenses of $210K exceeded revenue, resulting in a 17% operating deficit.

Mission

The Organization provides facilities and services to its members for meetings and other functions; provides assistance to needy members or families

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $140,591

Program Service Revenue $0

Investment Income $24,615

Other Revenue $14,023

TOTAL REVENUE $179,229

Expense Breakdown

Grants Paid $0

Salaries & Benefits $62,270

Fundraising Expenses $0

Program Expenses $48,571

Other Expenses $147,381

TOTAL EXPENSES $209,651

Year-over-Year Comparison

	2024	2023	Change
Revenue	$179,229	$174,140	+0.0%
Expenses	$209,651	$216,417	0.0%
Net Income	$-30,422	$-42,277	-0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

$41,500

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GERALD O LEEK	SECRETARY	40	Key Emp	$41,500	$0	$41,500
ED DORMEUS	TREASURER	1	Director	$0	$0	$0
D RITCHIE	VENERABLE MASTER	1	Director	$0	$0	$0
BILL YOUNG	SENIOR WARDEN	1	Officer	$0	$0	$0
BOBBY BLANKENSHIP	CHAPLAIN	1	Officer	$0	$0	$0
DANNY BRAWID	JUNIOR WARDEN	1	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$179,229	$209,651	$290,549	$-30,422
2023	$174,140	$216,417	$366,686	$-42,277
2022	$92,783	$230,346	$393,348	$-137,563
2021	$345,759	$218,822	$515,130	$126,937
2020	$146,281	$191,519	$436,514	$-45,238
2019	$260,209	$244,742	$438,978	$15,467
2018	$224,325	$248,913	$422,848	$-24,588

ANCIENT AND ACCEPTED SCOTTISH RITE